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摩通:內險股第三季盈利普遍遜預期 看好中國平安H股及財險
摩通發研吿指,中國人壽(2628.HK)等內險公司剛公佈今年第三季度業績,純利普遍按年下降38%,遠遜預期,這是由於較低的投資收入及額外的撥備等,而新華保險(1336.HK)的盈利下調風險較大,繼續看好中國平安H股(2318.HK)及中國財險(2328.HK),現時亦不會追蹤其他股票。摩通認為,本財年的股息率存在風險,因為該行發現當前市場平均盈利預測看起過於樂觀,因它反映今年第四季純利需要在去年同期高基數下進一步增長。摩通下調險企2021年純利預測平均9%,反映基本業務惡化和第三季度的業績表現。

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